## **Trustees’ Annual Report for the period** 

**From: 1st February 2024        To: 31st December 2024** 

**Charity name: Stafford University of the Third Age** 

**Charity registration number: 1120043** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|**The advancement of education and in**<br>**particular, the education of older people**<br>**and those who are retired from full time**<br>**work, by all means, including associated**<br>**activities conducive to learning and**<br>**personal development.**|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and 1.19|**The activities are organised in Groups,**<br>**each led by a group leader.  The activities**<br>**are many and varied comprising,**<br>**discussion groups, craft groups, physical**<br>**activity groups, creativity groups, cultural**<br>**activity groups etc..**|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public benefit|Para 1.18|**The trustees comprise the committee**<br>**which meets to ensure effective**<br>**management and governance of the**<br>**charity with regard to CC guidance on**<br>**public benefit.**|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

||SORP reference|
|---|---|
||Para 1.38|
|Policy on grant making||
||Para 1.38|
|Policy on social investment||
|including program related||
|investment||





Para 1.38 Contribution made by volunteers Other 

## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|**The charity has enabled elderly and**<br>**retired people to take part in activities**<br>**such as: discussion groups, craft**<br>**groups, physical activity groups,**<br>**creativity groups, cultural activity**<br>**groups, day trips, theatre visits,**<br>**hosteling, and monthly general**<br>**meetings, which they would otherwise**<br>**would not be able to take part in.  In**<br>**many cases it has enhanced their**<br>**knowledge and physical mobility.**|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|Achievements against<br>objectives set|Para 1.41||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||





Other

## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|**The charity’s financial position is set out**<br>**on the financial statement (submitted**<br>**and uploaded as part of the annual**<br>~~**reort )**~~|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|~~**p**~~<br>**The charity aims to hold a reserve which**<br>**would allow it to run for 4 months as a**<br>**sinking fund.**|
|Amount of reserves held|Para 1.22|**£11395, as on 31st December 2024**|
|Reasons for holding zero<br>reserves|Para 1.22||
|Details of fund materially in<br>deficit|Para 1.24||
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23||



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47||
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46||
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br><br>|||
|---|---|---|
|~~t~~<br>~~t~~<br>Type of governing document<br>(trust deed, royal charter)|Para 1.25|**Registered charity**|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|**Unincorporated association**|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>|Para 1.25|**As defined by constitution.**|
|~~trustees~~|||



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|Policies and procedures<br>adopted for the induction<br>and training of trustees|Para 1.51||
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>parties|Para 1.51||
|Other|||



## **Reference and Administrative details** 

|Charity name|Stafford University of the Third Age.|
|---|---|
|Other name the charity uses|Stafford u3a|
|Registered charity number|1120043|
|Charity’s principal address|6, St. John’s Road<br>Stafford.<br>ST17 9AS.|
|||





## **Names of the charity trustees who manage the charity** 

||**Trustee name**|**Office (if any)**|**Dates acted if not for**<br>**whole year**|**Name of person (or body)**<br>**entitled to appoint trustee**<br>|
|---|---|---|---|---|
|1 <br>2 <br>3 <br>4 <br>5 <br>6 <br>7<br>8 <br>9 <br>10 <br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|Geoffrey<br>~~Rld~~|Chair||~~**(if any)**~~<br>AGM|
||~~owans~~<br> Jeanette Gillen|Treasurer||AGM|
||Henryk<br>~~Silki~~|Secretary||AGM|
||~~maows~~<br> Helen Hood|Vice-Chair and<br>Groups<br>||AGM|
||Audrey Bright|~~Coordinator~~<br>Visits Treasurer||AGM|
||David John<br>Benge|Membership<br>Secretary||AGM|
||June Williams|Vice-Chair and<br>Recruitment<br>and Retention||AGM|
||Raymond<br>~~Bil~~|Newsletter<br>~~Edit~~||AGM|
||~~raze~~<br> Graham<br>~~Millit~~|~~or~~||AGM|
||~~ngon~~<br> Susan<br>Williams-<br>|||AGM|
||~~Ashford~~||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||



Corporate trustees – names of the directors at the date the report was approved 

**Director name** 



Name of trustees holding title to property belonging to the charity 

**Trustee name Dates acted if not for whole year** 



**Funds held as custodian trustees on behalf of others** 

Description of the assets held in this capacity 

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects 

Details of arrangements for safe custody and segregation of such assets from the charity’s own assets 

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## **Additional information (optional)** 

## **Names and addresses of advisers (Optional information)** 

**Type of Name Address adviser** 

**Name of chief executive or names of senior staff members (Optional** ~~**information)**~~ 

## **Exemptions from disclosure** 

Reason for non-disclosure of key personnel details 

## **Other optional information** 



Declarations
The trustses declara that they have approved the tru$ts•s' r•port above.
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es
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Secretsry
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| | 

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: Independent examiner's7 \} report on the<br>a A accounts<br>**----- End of picture text -----**<br>


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Section A Independent Examiner’s Report<br>Report to the trustees/<br>On accounts for the year | 31.12.24 Charity no | 1120043<br>ended (if any)<br>Respective The charity's trustees are responsible for the preparation of the accounts. The charity’s<br>responsibilitiesi of ‘ustees consider that an audit is not required for this year under section 144 of the Charities<br>tr ust ees d b s ° Act 2011 (the Charities Act) and that an independent examination is needed.<br>and examiner It is my responsibility to:<br>e examine the accounts under section 145 of the Charities Act,<br>¢ _ to follow the procedures laid down in the general Directions given by the Charity<br>Commission (under section 145(5)(b) of the Charities Act, and<br>e to state whether particular matters have come to my attention.<br>Basis of independent My examination was carried out in accordance with general Directions given by the Charity<br>examiner’s statement C°™mission. An examination includes a review of the accounting records kept by the charity<br>and a comparison of the accounts presented with those records. It also includes<br>' consideration of any unusual items or disclosures in the accounts, and seeking explanations<br>from the trustees concerning any such matters. The procedures undertaken do not provide<br>all the evidence that would be required in an audit, and consequently no opinion is given as<br>to whether the accounts present a ‘true and fair’ view and the report is limited to those<br>matters set out in the statement below.<br>Independent  !" connection with my examination, no matter has come to my attention (other than that<br>ex iner's stat ent disclosed below *)<br>amin Statem 1. which gives me reasonable cause to believe that in, any material respect, the<br>requirements:<br>e to keep accounting records in accordance with section 130 of the Charities Act; and<br>e to prepare accounts which accord with the accounting records and comply with the<br>accounting requirements of the Charities Act<br>have not been met; or<br>2. to which, in my opinion, attention should be drawn in order to enable a proper<br>understanding of the accounts to be reached.<br>* Please delete e words in the brackets if they do not apply.<br>signed: [AE ate: [510.2028<br>Name: | Robert HAdey<br>Relevant professional |ACWA (1966)<br>qualification(s) or body | AIB (1967)<br>(if any):<br>Address: | 59 Weeping Cross<br>**----- End of picture text -----**<br>


IER 

1 

March 2012 

